2023 Form 5500 filing — Exo, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240704061411NAL0007447057001) for Exo, Inc. 401(K) Plan, reported by Exo, Inc. under EIN 81-3936528 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7MReported net assets$7,691,128
Participants162
Provider compensation$8701 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240704061411NAL0007447057001
Plan sponsor
Exo, Inc.
EIN
81-3936528
Plan number
002
Location
Santa Clara, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$345.3K
Benefits paid / distributions$344.5K
Contributions
EmployerNot reported
Participant$2.2M
Full reported line items
Total assets (EOY)
$7,691,128
Total liabilities (EOY)
$0
Net assets (EOY)
$7,691,128
Participant contributions
$2,198,678
Total income / additions
$3,567,809
Benefits paid
$344,469
Administrative expenses
$870
Total expenses
$345,339
Net increase / (decrease)
$3,222,470
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $870 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240704061411NAL0007447057001 cover?
It is the 2023 Form 5500 filing for Exo, Inc. 401(K) Plan, reported by Exo, Inc. (EIN 81-3936528).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages